Purchases and Sales Made in Q2 2024 in Vanguard Whitehall Fds (Vangua (VYM)
This table provides information about the institutional ownership of Vanguard Whitehall Fds (Vangua (VYM) during Q2 2024. The information is specifically focused on institutions that hold shares of VANGUARD WHITEHALL FDS (VANGUA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.46K+ 56.16% |
$1.09M - $1.15M
|
26.3K
$3.32M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
9.45KNew |
$1.08M - $1.15M
|
9.45K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
8.94K+ 3.17% |
$1.03M - $1.09M
|
291K
$36.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.8K+ 0.42% |
$1.01M - $1.07M
|
2.11M
$266M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
7.83K+ 8.11% |
$898K - $951K
|
104K
$13.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7.77K+ 1.49% |
$892K - $945K
|
529K
$66.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.6K+ 140.58% |
$872K - $924K
|
13K
$1.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
7.47K+ 28.43% |
$857K - $907K
|
33.7K
$4.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
7.42KNew |
$851K - $901K
|
7.42K
$935K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.39K+ 4.1% |
$848K - $898K
|
188K
$23.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
7.35KNew |
$843K - $893K
|
7.35K
$927K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.34K+ 544.84% |
$842K - $892K
|
8.69K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.28K+ 13.02% |
$835K - $884K
|
63.2K
$7.97M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
7.06K+ 6.19% |
$810K - $857K
|
121K
$15.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.05K+ 8.89% |
$808K - $856K
|
86.3K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
7.04K+ 12.11% |
$807K - $855K
|
65.1K
$8.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.03K+ 94.99% |
$806K - $854K
|
14.4K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.9K+ 38.94% |
$792K - $839K
|
24.6K
$3.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
6.85K+ 5.69% |
$786K - $833K
|
127K
$16M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.8K+ 35.11% |
$780K - $827K
|
26.2K
$3.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.23K+ 35.27% |
$715K - $757K
|
23.9K
$3.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.16K+ 19.94% |
$706K - $748K
|
37K
$4.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
6.09K+ 1394.05% |
$699K - $740K
|
6.53K
$823K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5.92K+ 2.6% |
$679K - $719K
|
233K
$29.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
5.9K+ 1.19% |
$676K - $717K
|
501K
$63.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
5.76KNew |
$661K - $700K
|
5.76K
$726K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.64K+ 5.35% |
$647K - $685K
|
111K
$14M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.51K+ 26.14% |
$633K - $670K
|
26.6K
$3.36M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.31K+ 68.94% |
$609K - $645K
|
13K
$1.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.28KNew |
$605K - $641K
|
5.28K
$666K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.19K+ 3.26% |
$596K - $631K
|
164K
$20.7M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.15KNew |
$591K - $626K
|
5.15K
$649K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.13K+ 1.22% |
$588K - $623K
|
424K
$53.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5K+ 0.15% |
$574K - $608K
|
3.25M
$410M
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.98K+ 9.48% |
$571K - $605K
|
57.6K
$7.26M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.95K+ 0.78% |
$567K - $601K
|
635K
$80.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.92K+ 3.8% |
$565K - $598K
|
135K
$17M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.9K+ 1.8% |
$562K - $595K
|
277K
$35M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4.8K+ 4.89% |
$550K - $583K
|
103K
$13M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.71K+ 67.16% |
$541K - $573K
|
11.7K
$1.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.68K+ 4.89% |
$537K - $569K
|
100K
$12.7M
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
4.68KNew |
$537K - $569K
|
4.68K
$590K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
4.68K+ 41.45% |
$536K - $568K
|
16K
$2.01M
|
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
4.66K+ 0.73% |
$534K - $566K
|
645K
$81.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.64K+ 5.3% |
$532K - $563K
|
92.2K
$11.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
4.56K+ 168.27% |
$523K - $554K
|
7.27K
$917K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
4.56K+ 8.19% |
$523K - $554K
|
60.2K
$7.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
4.53K+ 6.8% |
$520K - $551K
|
71.2K
$8.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.48K+ 26.19% |
$513K - $544K
|
21.6K
$2.72M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
4.46K+ 7.73% |
$512K - $542K
|
62.2K
$7.84M
|